+21.3%
HPQ vs EQT
-3.4%
+24.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.2% | +9.1% | +5.9% |
| 7D | -7.8% | -6.6% | -1.2% | -7.6% |
| 30D | -4.9% | +2.7% | -7.6% | -5.1% |
| 3M | +4.9% | -0.2% | +5.0% | +4.8% |
| 6M | +47.1% | -10.6% | +57.6% | +46.9% |
| YTD | +39.5% | -1.2% | +40.7% | +42.7% |
| 1Y | +21.3% | -4.9% | +26.1% | +24.5% |
| All | +21.3% | -3.4% | +24.7% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EQT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling